SUMMARY: The Employee/Universal Fulfillment Specialist supports the day-to-day operations of Employee Accounts and Retail and Business Online Banking, which includes online account opening functions. This position evaluates, assesses and provides solutions for employee/customer related issues for all aspects of online banking and account opening/maintenance for employee and online accounts and provides support to Client Care Center.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
- Ensure that employee accounts/online branch operation functions are managed accurately and timely. Maintain employee accounts/branches' operational integrity.
- Manage service levels against customer expectations.
- Ensure day-to-day compliance and operational risk controls in accordance with bank and/or regulatory standards and policies.
- Approve specific check amounts, wire transfers, cashier's checks, uncollected funds, and insufficient funds based on credit authority limitations preset by management.
- Maintain an understanding of all current financial products, policies, procedures and regulations.
- Adhere to all current policies, procedures, and compliance/audit requirements.
- Processes new online account set-ups and performs on-going maintenance to existing online accounts.
- Facilitate the new account online banking workflow, which includes but not limited to application processing, user onboarding, and tracking applications.
- Efficiently and effectively interacts with internal and external customers and serves as a resource for answers to questions regarding Retail and Business online banking.
- Provides effective, efficient communication through a variety of means by telephone, email, chat and regular mail correspondence.
- Adheres to internal and external defined service level agreements.
- Supports all phases of employee accounts/online branch procedures.
- Performs duties and responsibilities involving knowledge and application of policies and procedures that require independent judgement in the determinations of actions to be taken.
- Maintains an understanding of all current financial products, policies, procedures and regulations. Creates and maintains the departmental procedures.
- Participates in system testing and provides timely feedback.
- May be required to assist other areas of the client care center on an as needed basis.
- Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
- Adheres to Bank policies and procedures and completes required training.
- Identifies and reports suspicious activity.
EDUCATION
HS Diploma required And
EXPERIENCE
- 1-3 Years Customer Service/Online Banking experience required
- 1-3 Years progressive banking/call center experience with demonstrated leadership capabilities required
- 1-3 Years Strong branch operations and sales experience preferred
KNOWLEDGE, SKILLS AND ABILITIES
- Thorough knowledge of bank policies, procedures, products and services.
- Must be able to act independently and show sound judgement in problem resolution, making decisions that comply with bank policies and procedures.
- Must have excellent written and verbal communication skills.
- Time management skills required.
- Demonstrated ability to maintain a professional demeanor under pressure, work autonomously, be flexible, and manage multiple tasks in a dynamic environment.
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BankUnited
Aug 15, 2025